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… meaningful conversations with investors, and giving her the understanding to ask the right questions to drive the due …
… Kelly, this webcast features industry experts Wil VanLoh, Founder and CEO, Quantum Energy Partners, and Carolyn Hansard, …
… SMU APECS March 09, 2023 Videos This session covered the fundamentals of private debt strategies, followed by a short, … considerations of private loans - An overview of the most common private debt strategies - Expectations for risk and …
… LLC, Cheryl Alston of Dallas Employees' Retirement Fund, Jasmine Richards of Cambridge Associates, and Guy …
… panel discussion that dove into the myths and realities around alignment of interests, trophy versus tail end assets, …
… Alpine Capital Advisors, and Juan Eduardo Fantini, CAIA, Founding Partner, CIO | Colunquén Investment Office, who give …
… trainer and lecturer (Trinity College Dublin), working with companies and individuals in over 30 countries. He is as … more particularly of the private wealth management industry comes from 25 years in the banking business and from working with an array of senior bankers from all around the world he advised, trained and/or coached. He holds …
… more than USD 1.9 BN in AUM for one of the largest pension funds in Peru. Previous work experience in Equity, Risk …
Center for Business StudiesZurich/Switzerland Location
Center for Business Studies
Zurich/Switzerland Location
… CfBS Center for Business Studies AG Link CfBS Image center_for_business_studies_logo_200x150_10-24-16.png Body Center for Business Studies Zurich/Switzerland Location … Center for Business Studies Zurich/Switzerland Location … Prep provider CfBS Center for Business Studies …
… The CAIA Charter continues to attract strong interest around the world as the number of Charter Holders grows to more … In order to earn the CAIA Charter, all candidates must complete a rigorous self-study curriculum, successfully pass … and meet other professional standards. Charter Holders become part of the expanding CAIA global community of more …
… with a deep and unique financial services background (10 years+) spanning U.S. Corporate Credit, Global … retail, healthcare, consumer products, real estate and commodities. rahim.suleman@gmail.com …
… Society of Ottawa and he currently sits on the investment committee for the University of Ottawa Telfer Capital Fund, and the Friends of the Ottawa Public Library. Sean holds a BComm from the University of Ottawa, is a CAIA Charterholder, …
… CAIA Cayman Islands Welcome to CAIA Cayman Islands. The Cayman Islands have been, … of leading industry practitioners provides the foundation for a dynamic, diverse and robust Membership. Our … addition, we will play an active and positive role in our community, continuing a long-standing tradition of public …
… He has also worked as a portfolio manager for mutual fund and separate account wrap programs at Merrill Lynch. Mr. …
… Furthermore, it demonstrates some of the critical foundations of modern asset allocation: stocks provide a high … that the 60/40 portfolio will not deliver the same outcome as it has in the past. This is forcing investors of all …
… between securities - Increased valuations regardless of fundamentals - Reduced market elasticity raising the risks of … market concentration - And has reduced the ability for new companies to become public …
… BlackRock, State Street Global Advisors, and Nuveen (a TIAA company). In these positions, he was crucial in business … has experience in institutional marketing at OppenheimerFunds (now Invesco). Earlier in his career, he worked as a …
… methods to forecast US stock returns 10-years ahead and compare the results to the traditional Shiller regression-based forecasts more commonly used in the asset-management industry. Harshdeep … nonlinear relationships (a hybrid ML-VAR approach). They found up to 56% improvement in real-time forecast accuracy for …
… the past decade. The market for dedicated co-investment funds has similarly evolved, albeit it on a more limited … present investors with significant flexibility and a complex array of considerations as they manage exposure to …
… CAIA, Chapter Executive, Houston Michael Griffin is a founding partner of SilverOak Financial Group, Ltd., an …
… effectively achieve their investment targets and reduce funding deficits. …
… adoption of LLMs, Generative AI capabilities and better understand the LLM-Ops lifecycle. Finally, we demonstrated …
… Block, hosted the second part of an educational webcast around NFTs. In the first event, we covered investing in this …
… This session is moderated by Lydia Ofori, CFA, CAIA, Founder & CEO, Hunter Labs Technologies. …
… includes strategies allocated across real estate equity and commercial mortgages, private equity, agriculture, timber, … and prior to his portfolio management roles, sourced and underwrote new real estate investment opportunities in … deBree is a CAIA Charterholder and has a B.A. in Urban Studies from The College of Wooster, and both M.B.A. and Master …
… alternative credit firm. He was responsible for global fundraising of opportunistic credit, specialty finance, … at Cargill, responsible for marketing real assets and commodity derivatives across the agriculture, energy, and …
… CAIA Middle East Welcome to CAIA Middle East. As Falcon Economies are becoming increasingly sophisticated and competitive in … of local communities to be heard beyond any geographical boundaries being this financial hub one of the most attractive …
… capital market experience, Mrs. Writzel has a solid background in alternative investments. …
… in raising capital for Blackstone’s private and public funds across the Midwest region. Prior to joining Blackstone … Cum Laude with a BA in Organization & Management Studies. Mr. Keane also studied at the London School of Economics and Political …
… speakers David Ryan, CFA, CAIA, FRM, Head of Multi Asset Funds, Setanta Asset Management, and Lizette Landeras, …
… research and partners with the investment advisory community to continue the rapid diffusion of best-in- class … and simultaneously maximize the advisory practice outcomes. Fran joined Vanguard in 1997 to help the firm enter … manager for H. Katz Capital, a venture capital and hedge fund manager. …
… business. Mr. Reeder began his career at Capital Group Companies serving in capacities across its institutional client business and American Funds. Mr. Reeder received a BA from Davidson College and an …
… Recognized and respected as a trusted financial expert, committed to protecting stakeholder interests, identifying new sound opportunities, and focused on capital protection and …
… & Portfolio Manager, Western Asset Management Mark Yusko, Founder, Chief Investment Officer and Managing Director, …
… large financial institutions are behaving like technology companies! It is no secret that technological innovations like Data Science and AI are fundamentally changing how financial products are created, … fields in forecasting and optimization. Through case studies and examples, we demonstrated why now is the time you …
… Pontificia Universidad Javeriana Sharmila Kassam, Founder / Consultant, Aligned Capital Investing Ju Hui Lee, …
… finance industry requires today's finance professionals to understand the application of big data, data mining, …
… of Bologna and a master’s degree in finance from Lund University. He is fluent in Italian and English …
… Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and … out spam, check out spelling and grammar, and even autocomplete an entire message. Adoption in financial services … as – sentiment analysis, tracking relationships, legal and compliance, speech recognition and advanced chatbots, …
… University, he began his career at a domestic insurance company in 2009. He joined Nomura Securities Fiduciary … a decade in investment consulting. In August 2025, he founded Kamome Research & Consulting, an independent research …
… Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and … out spam, check out spelling and grammar, and even autocomplete an entire message. Adoption in financial services … as – sentiment analysis, tracking relationships, legal and compliance, speech recognition and advanced chatbots, …
… from institutional investors and assisting portfolio companies with their strategic growth plans. Prior to PAC … Management working from offices in Sydney, New York, & San Diego. Aaron is FINRA Series 24, 7, & 63 licensed. He also … degree in Mechanical Engineering and a Masters of Commerce majoring in finance, both from the University of …
… the Earth Day 50th anniversary – that may lead to a deeper understanding of the ties that bind us on a global scale and …
… Mountain Chapter seeks to build a diverse and inclusive community of CAIA Members, Candidates, and industry … the use of alternative investments to improve long-term outcomes for investors and society. CAIA's CEO Bill Kelly, EVP John Bowman, and CAIA Foundation President, Debbie McLean, were in attendance in …
… AI is not just an option; it's a necessity. As a startup, understanding AI can become your game-changing strategy. This insightful webinar is … AI into your operations, sharing valuable case studies and success stories. …
… and client-centric investment approaches and outcomes. AMHERST, MA (October 5, 2022) – The Chartered … with a fiduciary’s mindset, to creatively deliver client outcomes. That flagship Portfolio for the Future document … written by industry luminaries such as Mark Anson of Commonfund, Andrea Auerbach of Cambridge Associates, Rober Urwin of …
… for high-net-worth clients at a boutique broker-dealer. Joe completed his undergraduate studies at the University of Central Florida and later earned a …
… specialist investment management partners covering fixed income, domestic and global equities and alternatives. Katy … for institutional business development for Macquarie Funds Group based in Sydney, Philadelphia and New York. …
… CAIA Australia Welcome to CAIA Australia. CAIA Australia was launched in … clear value for the designation. We hope to foster a deeper understanding and knowledge of alternatives strategies …
… CAIA Germany Welcome to CAIA Germany. Germany is known for being a thought … space. We also intend to increase the general public’s understanding and awareness of alternative investments. We welcome all Members and hope to see you at a future event! …


